secretary of state hillary clinton will have her final meeting at the white house. john kerry will be officially sworn in as the new head of the state department later this afternoon. >>> want to start, though, with today's january jobs report. that is the big conversation piece this morning. where unemployment ticking back up slightly from december. an increase of .1% from a month ago. but that's not necessarily a bad thing. and joining me now to explain why, cnbc contributor ron en sonna, author of how to make a fortune from the bailout. while people would look at this and have a knee jerk reaction this is bad, the markets, they're doing well today, flirting with history. >> the headline number, tom, was 157,000 jobs created, 157. that's a yahwn. in the past two months, it was revised upward. so it takes the last year average of jobs created at 180,000 a month, a much better number. and it comes in contrast to that contraction we saw in gdp in the fourth quarter. so calms people down a little bit about where this economy is headed. >> if we look over the trends that are goin